Quick Options
Online Store
Easiest option with design support included
DIY Template
PDF template for use with any printer
Option 1: Online Store (Recommended)
The easiest option is using our online store where you can find support throughout the design process:1
Visit Our Store
2
Choose Your Design
Select from pre-approved templates
3
Customize Information
Add your personal details and contact information
4
Review & Order
Confirm compliance and place your order
Option 2: DIY Template
Using the Template
- Download & Fill
- Upload to Printer
- Verify Compliance
- Download the fillable PDF template
- Open in Adobe Reader or similar PDF editor
- Fill in your personal information
- Save the completed template
Compliance Requirements
Required Elements
Referral Agent Designation
Referral Agent Designation
Must use one of these phrases:
- “Referral Agent”
- “Referral Associate”
Brokerage Information
Brokerage Information
Include:
- General Referral company name
- Your name as licensed agent
- Contact information (phone, email)
- General Referral branding elements
Professional Appearance
Professional Appearance
Maintain:
- Clean, professional design
- Readable fonts and sizing
- Consistent branding
- High-quality printing
Design Best Practices
- Information Hierarchy
- Visual Guidelines
- Contact Information
Essential Information Order
- Your name (prominent)
- “Referral Agent” designation
- Contact phone number
- Email address
- General Referral branding
Common Mistakes to Avoid
Missing Required Designation
Missing Required Designation
Problem: Forgetting to include “Referral Agent” or “Referral Associate”Solution: Always double-check that the designation is clearly visible before printing
Misleading Services
Misleading Services
Problem: Implying you provide full-service real estate activitiesSolution: Keep messaging focused on referral services only
Poor Quality Printing
Poor Quality Printing
Problem: Using low-quality paper or printing that looks unprofessionalSolution: Invest in quality cardstock and professional printing
Resources
Need Help?
Questions about compliance or design? Contact our support team for guidance on creating compliant business cards that represent your referral business professionally.